--- title: BNTouch Mortgage CRM Reviews meta\_title: 'BNTouch Mortgage CRM Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 68 reviews by the users' company size, role or industry to find out how BNTouch Mortgage CRM works for a business like yours. aggregate\_rating: rating\_value: 4.5 review\_count: 68 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Loan url: https://www.g2.com/categories/loan --- # BNTouch Mortgage CRM Reviews & Product Details Visit Website BNTouch Mortgage CRM is an all-in-one mortgage CRM and point-of-sale platform built specifically for mortgage loan originators (MLOs), brokers, mortgage teams, and mortgage companies. It brings the full mortgage relationship lifecycle into one system: capture a lead, work the prospect, collect an application, manage borrower and partner communication while the loan is in process, and keep the relationship active after funding. BNTouch includes: - Mortgage CRM and lead management: Capture leads from forms and web chat; organize borrowers, prospects, past clients, and referral partners; route and distribute leads; manage stages, notes, tags, groups, custom fields, tasks, activities, and follow-up. - Sales and pipeline workflows: Use task lists, checklists, reminders, call and email activity, lead-source tracking, dashboards, scorecards, reporting, forecasting, and team workflow visibility. - Mortgage marketing: Deploy 400+ prebuilt mortgage marketing campaigns, email campaigns, newsletters, video marketing, social content, co-marketing, direct-mail and postcard workflows, and milestone follow-up for birthdays, loan anniversaries, and funded loans. - Digital mortgage and POS workflows: Support digital 1003 applications, borrower and referral-partner portals, document requests and collection, e-signature options, preapproval-letter workflows, and in-process borrower communication. Post-close retention: Manage past-client follow-up, refinance opportunities, rate-related opportunities, listing signals, referral requests, and ongoing relationship marketing after funding. - MAIA AI Assistant: Use natural-language requests to find CRM information, summarize conversations, draft emails and marketing content, create or update tasks, notes, records, and statuses, set reminders, and navigate BNTouch. MAIA is user-directed CRM assistance and does not underwrite loans or replace compliance review. - Opportunity Mining: An available intelligence module that can surface credit, equity, refinance, rate, and listing-related opportunities from a mortgage database. The loan officer chooses the next action: call, text, email, assign a task, or place the contact into an appropriate workflow. - Connected workflows: BNTouch supports LOS-connected CRM workflows, plus email, calendar, lead-source, calling, pricing, and Zapier-connected tools. Buyers should confirm their specific LOS, integration method, module, and plan availability during evaluation. - White Glove managed CRM service: An optional service for teams that want help with process analysis, configuration, campaign creation, automation, workflow setup, reporting, implementation, and training. BNTouch at a glance: - 22+ years built only for mortgage - 40+ mortgage tools across CRM, marketing, borrower workflows, and available modules - 400+ prebuilt mortgage marketing campaigns - 4,500+ active mortgage offices - 6,500+ mortgage offices served since 2003 - $43.7B+ in mortgage loans closed by users over the last two years - 1300+ verified reviews at a 4.7-star aggregate across BNTouch review sources * * * Product Website BNTouch Mortgage CRM Seller [BNTouch](https://www.g2.com/sellers/bntouch) Discussions [BNTouch Mortgage CRM Community](https://www.g2.com/products/bntouch-mortgage-crm/discuss) Languages Supported English, Spanish Solution Type Best-of-Breed Overview by Crystal Minter (Marketing Manager @ BNTouch Inc.) Show More ## Pricing Pricing provided by BNTouch Mortgage CRM. ### Individual $165.00 Per Month ### Team $95.00 [ View More Pricing Information ](https://www.g2.com/products/bntouch-mortgage-crm/pricing) ## Top-Rated Alternatives [ ![Shape Mortgage CRM](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shape Mortgage CRM") Shape Mortgage CRM 4.9/5(99) ](https://www.g2.com/products/shape-software-shape-mortgage-crm/reviews) [ ![Jungo: The Mortgage App](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jungo: The Mortgage App") Jungo: The Mortgage App 4.5/5(20) ](https://www.g2.com/products/jungo-the-mortgage-app/reviews) [ ![Surefire CRM](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Surefire CRM") Surefire CRM 4/5(20) ](https://www.g2.com/products/surefire-crm/reviews) [ View All Alternatives ](https://www.g2.com/products/bntouch-mortgage-crm/competitors/alternatives) ## User Insights Average based on 68 real user reviews. Implementation Time 1 month Perceived Cost $$$$$ Typical contract price $0k - $0k [Sign in to view](/login) Per Month [Log in to unlock pricing and user insights](/login) ## BNTouch Mortgage CRM Integrations (3) What do users say about integrations? Integration information sourced from real user reviews. [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Calyx ](https://www.g2.com/products/calyx/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Encompass360 ](https://www.g2.com/products/ellie-mae-encompass360/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") LendingPad ](https://www.g2.com/products/lendingpad/reviews) Show More DB Daphnie B. Recruitment Specialist Enterprise (\> 1000 emp.) 8/16/2024 "How BNTouch made my work exciting and easier" 5/5 What do you like best about BNTouch Mortgage CRM? That it was user friendly and easy to learn Review collected by and hosted on G2.com. What do you dislike about BNTouch Mortgage CRM? There were technical problems rarely but i supose every site has one Review collected by and hosted on G2.com. What problems is BNTouch Mortgage CRM solving and how is that benefiting you? It's helping me locate all our clients in one page and allowing me to connect with them and monitor statistics all in one site. It's amazing. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Michael L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michael L.") ML Michael L. Account Manager Enterprise (\> 1000 emp.) 5/7/2024 "efficient and easy to navigate" 4.5/5 What do you like best about BNTouch Mortgage CRM? I love the the layout, which makesit easy to navigate. I love the multi-functions like the ability to make calls, send SMS and trackyour own calls and emails inside their tracker. Review collected by and hosted on G2.com. What do you dislike about BNTouch Mortgage CRM? BNTouch slows down sometimes and the old version seems to run more smoothly than the new version. Review collected by and hosted on G2.com. What problems is BNTouch Mortgage CRM solving and how is that benefiting you? I have one CRM for my partners, my customers and our loan officer recruits. Most platforms would not be able to break down the files and options this way. Makes it very easy to keep trackof my day, and who I'm talking to next. Helps with time management. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic SL Scott L. Owner Small-Business (50 or fewer emp.) 8/16/2024 "Our go to CRM for our mortgage brokerage hands down" 4/5 What do you like best about BNTouch Mortgage CRM? I love the features and robust cababilities for the price it is offered at. Customer service always responds promptly as well should you run into issues or questions. Review collected by and hosted on G2.com. What do you dislike about BNTouch Mortgage CRM? The user interface could be a little better but then again it is a lot of bells and whistles packed in a box so I understand this isn't as feasible as I'd like Review collected by and hosted on G2.com. What problems is BNTouch Mortgage CRM solving and how is that benefiting you? It allows us to retain a database of our past clients and makes marketing to new and existing clients a breeze Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic JW James W. Executive Small-Business (50 or fewer emp.) 8/16/2024 "Easy to integrate with LOS" 5/5 What do you like best about BNTouch Mortgage CRM? We use Lending Pad for our LOS, and BNTouch syncs up flawlessly ans the support we get when we have questions is always speedy! Review collected by and hosted on G2.com. What do you dislike about BNTouch Mortgage CRM? It has taken some time to get used to the features and how we can easily benefit from them. Review collected by and hosted on G2.com. What problems is BNTouch Mortgage CRM solving and how is that benefiting you? They keep us connected with our clients as often as we see fit. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic RC Ryan C. Small-Business (50 or fewer emp.) 5/14/2024 "BNT Review" 5/5 What do you like best about BNTouch Mortgage CRM? Versatility, it does a lot from sending texts to online forms and lead distribution Review collected by and hosted on G2.com. What do you dislike about BNTouch Mortgage CRM? There have been a few bugs with updates that have caused some unwanted messages to occur. The text message charging is high but I am not sure that is on them. Review collected by and hosted on G2.com. What problems is BNTouch Mortgage CRM solving and how is that benefiting you? Getting leads from the website to the loan officer. Making sure no one falls through the cracks Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic CJ Colin J. Small-Business (50 or fewer emp.) 5/7/2024 "Bntouch is the top mortgage CRM out there in my opinion." 5/5 What do you like best about BNTouch Mortgage CRM? All features actually work! I have dealt with MANY different CRM systems and have had massive issues with others. Bntouch system just works! Super easy to use, customizable, and just awesome. The support staff is top notch especially KEELY!! Review collected by and hosted on G2.com. What do you dislike about BNTouch Mortgage CRM? I just wish there were more ways to integrate. Maybe even open API. Review collected by and hosted on G2.com. What problems is BNTouch Mortgage CRM solving and how is that benefiting you? Customer retention, mortgage process flow. WE LIVE IN BNTOUCH. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic RF Richard F. Mid-Market (51-1000 emp.) 5/7/2024 "Great Mortgage CRM" 4.5/5 What do you like best about BNTouch Mortgage CRM? I like how easily I can use the marketing features of it. I can email a selected group of people quickly and easily. Review collected by and hosted on G2.com. What do you dislike about BNTouch Mortgage CRM? I have run into a couple issues with some names not transfering over from Caylx, but when I contact BNTouch it is normally solved pretty quickly. Review collected by and hosted on G2.com. What problems is BNTouch Mortgage CRM solving and how is that benefiting you? It helps me stay organized and also helps with marketing. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic SS Shannon S. Small-Business (50 or fewer emp.) 5/7/2024 "So much easier than I thought" 5/5 What do you like best about BNTouch Mortgage CRM? The platform offers so many categories when adding contacts. I love that they really cover every corner. Review collected by and hosted on G2.com. What do you dislike about BNTouch Mortgage CRM? When I first began it took a bit to get acclimated to the tabs. I wanted to be sure I was understanding the milestones. Review collected by and hosted on G2.com. What problems is BNTouch Mortgage CRM solving and how is that benefiting you? Constant communication for a large quantity of people at once. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Real Estate](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Real Estate") AR Verified User in Real Estate Small-Business (50 or fewer emp.) 5/7/2024 "Helpful for Keeping in touch with referral partners!" 4.5/5 What do you like best about BNTouch Mortgage CRM? I like that I can send out mass emails and campaigns that keep me in touch with cliwnts and referral partners with more automation. Review collected by and hosted on G2.com. What do you dislike about BNTouch Mortgage CRM? I disliked that the campaigns are run based on when the person was entered into the database. It made for a confusing campaign for what purpose I needed, which is why I switched to mostly just sending emails rather than campaigns. Review collected by and hosted on G2.com. What problems is BNTouch Mortgage CRM solving and how is that benefiting you? It is helpful for sending automated birthday/holiday emails and for helping me send weekly market updates to our database in one click. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic JZ Jenny Z. Small-Business (50 or fewer emp.) 5/8/2024 "Lots of different tools for email, social media, texting, etc." 5/5 What do you like best about BNTouch Mortgage CRM? That you can set it up and forget about it. Review collected by and hosted on G2.com. What do you dislike about BNTouch Mortgage CRM? It takes a bit of time to figure everything out, but it's possible Review collected by and hosted on G2.com. What problems is BNTouch Mortgage CRM solving and how is that benefiting you? I could automate emails, text messages, and social media post so if I was too busy one day it wasn't forgotten about. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ## Questions about BNTouch Mortgage CRM? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about BNTouch Mortgage CRM ](https://www.g2.com/products/bntouch-mortgage-crm/discussions/new) GU Guest User What is BNTouch Mortgage CRM used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-bntouch-mortgage-crm-used-for) ![Jeremy M. L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jeremy M. L.") JL Jeremy M. Leonard • Last activity over 5 years ago What is the best way to set up the SPF in the DNS section? 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/40475-what-is-the-best-way-to-set-up-the-spf-in-the-dns-section) [ View all Discussions ](https://www.g2.com/products/bntouch-mortgage-crm/discuss) ## Pricing Options Pricing provided by BNTouch Mortgage CRM. ### Individual $165.00 Per Month ### Team $95.00 ### Enterprise Contact Us [ View More Pricing Information ](https://www.g2.com/products/bntouch-mortgage-crm/pricing) BNTouch Mortgage CRM Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_7c5547ac4a9d7f2077910cd2c9d5ee13/shape-software-shape-mortgage-crm.png "Product Avatar Image") Shape Mortgage CRM 4.9/5(99) [ Compare Now ](https://www.g2.com/compare/bntouch-mortgage-crm-vs-shape-software-shape-mortgage-crm) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_71531191ce4ae1d5b04fedf3d0b68da1/jungo-the-mortgage-app.png "Product Avatar Image") Jungo: The Mortgage App 4.5/5(20) [ Compare Now ](https://www.g2.com/compare/bntouch-mortgage-crm-vs-jungo-the-mortgage-app) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2a793c9873e2d36b058c6572763b4aa0/surefire-crm.png "Product Avatar Image") Surefire CRM 4/5(20) [ Compare Now ](https://www.g2.com/compare/bntouch-mortgage-crm-vs-surefire-crm) ##### ##### BNTouch Mortgage CRM Features Loan Services LOS Integration - Mortage CRM Alerts - Mortgage CRM Lender Relationship - Mortgage CRM Client Management Contact Management - Mortgage CRM Real Estate CRM - Mortgage CRM Email Marketing Automation - Mortgage CRM [ View More Features ](https://www.g2.com/products/bntouch-mortgage-crm/features) ##### Categories on G2 [Mortgage CRM](https://www.g2.com/categories/mortgage-crm)[Mortgage Point of Sale (POS)](https://www.g2.com/categories/mortgage-point-of-sale-pos) ##### Explore More [Which is the best AI chatbot platform for customer engagement?](https://www.g2.com/discussions/which-is-the-best-ai-chatbot-platform-for-customer-engagement)[Which emergency management software provides real-time situational awareness and mass communication during security incidents?](https://www.g2.com/discussions/which-emergency-management-software-provides-real-time-situational-awareness-and-mass-communication-during-security-incidents)[Which Oracle PeopleSoft resellers support global payroll and multi-country compliance features for multinational organisations evaluating implementation partners?](https://www.g2.com/discussions/which-oracle-peoplesoft-resellers-support-global-payroll-and-multi-country-compliance-features-for-multinational-organisations-evaluating-implementation-partners) [Best enterprise risk management software in 2025](https://www.g2.com/discussions/what-are-the-best-enterprise-risk-management-erm-software-for-businesses-in-2025)[What connected worker software works best for utilities field crews that need work orders, inspections and remote guidance in one mobile app without switching between tools?](https://www.g2.com/discussions/what-connected-worker-software-works-best-for-utilities-field-crews-that-need-work-orders-inspections-and-remote-guidance-in-one-mobile-app-without-switching-between-tools)[Is Procore worth it for punch list management in construction?](https://www.g2.com/discussions/is-procore-worth-it-for-punch-list-management-in-construction) [Show MoreShow Less](javascript:void(0);)